Seoul Trading Bottleneck: Chip Giants, Leveraged ETFs Amplify Risk
South Korea's market sees over 70% of trading in two chipmakers and related leveraged ETFs.
FTC Trial Against Zillow, Rocket: Digital Housing Market Control
A judge denied the government's early win against Zillow and Rocket, setting an August trial.
Allianz Cuts 1,800 Jobs: AI Integration Reshapes Insurance Operations
Allianz Partners is reducing 1,800 roles over 18 months due to advanced AI deployment in customer service.
Momenta Global's Autonomous AI: The Challenging Road to Positive Cash
Momenta Global targets 2028 profitability with its ADAS and Robotaxi strategy.
Geopolitical Tensions Escalate, Oil Prices Surge, Asian Stocks Fall
US airstrikes in Iran led to the revocation of an oil waiver, causing Brent crude to jump significantly.
SMTB Buys Morrison Stake: Infrastructure Manager Valuation Questioned
Sumitomo Mitsui Trust Bank acquired a 15% stake in Morrison, a New Zealand infrastructure manager.
AI Infrastructure Spending Under Scrutiny After Samsung Earnings
Investors question AI valuations as tech shares decline following Samsung's report.
SpaceX Index Inclusion: Cost of Exclusion for Investors
Wealth managers report client concerns about SpaceX's potential index inclusion. The actual cost of exclusion involves tracking error and direct indexing.
Google's AI Search Redesign Centralizes Web Value Capture
Google's AI search re-architecture processes quadrillions of tokens monthly, driving massive capital expenditures.
Samsung's Record Profit Masks Cash Flow Concerns Amid Market
Samsung's robust operating profit conceals underlying capital intensity and weak free cash flow conversion.